From CPA to CFO: Land Your First $60k Client in 6 weeks
Are you a CPA looking to advance your CAS practice? Or a CFO eager to create more value for your clients? Say hello to the From CPA To CFO 6-Week Bootcamp – a game-changing program designed to elevate your practice and transform your career.
Watch the video below to learn WHY the accounting world is falling behind and how you can add more value and more revenue to not just your business, but your client’s.
If you’re tired of losing clients to price wars...
Watch the video below to learn WHY the accounting world is falling behind and how you can add more value and more revenue to not just your business, but your client’s.
Does this sound like you..
You’ve sacrificed family time and spent years perfecting your craft. Yet, in today’s world, clients put a low price on your skills. They don’t see how much you really do.
It’s not just about balancing books and tax filings now. Clients want more, but they don’t see the true value you can bring. You’re pushed to offer big insights and advice. But tech, automation, and cheap overseas labor loom large, threatening to replace you.
It stings to think that after all your dedication, you might be edged out by competitors who are quicker to adapt or lower price. The worst part? Feeling as though your tireless work is being taken for granted.
Aren’t you worth more?
YOU DESERVE MORE
You’ve worked too hard to let that happen. You deserve to be at the forefront of your industry. You deserve to be recognized as a strategic partner, not just a number cruncher. And most importantly, you deserve to create more value for your clients.
That’s why it’s time to upgrade your skillset. It’s time to evolve from a traditional CPA or CFO role to a high-impact fractional CFO. And the From CPA To CFO 6-Week Bootcamp is here to help you do just that.
Introducing The From CPA To CFO
6-Week Bootcamp
This intensive program is designed to give you the skills, knowledge, and confidence you need to transition to a fractional CFO role. You’ll learn how to provide strategic guidance, drive growth, and create more value for your clients. And with built-in accountability, you’ll stay on track and get the support you need to succeed.
Trust us, there are no other communities or courses like this, besides the same ol’ outdated CPE programs.
the results speaks for themself
As a CFO, I’m always on the lookout for ways to deliver more bang for the buck to my clients. [The CPA to CFO Bootcamp]? It totally delivered. The 6 weeks were super organized, and each lesson built on the last one. Real-life stories and hands-on stuff? Love it! Lesson 4 was a real eye-opener. It got me thinking about metrics in a whole new way. Plus, there’s an exclusive club for course grads — super cool. If you are a CFO wanting to make a difference, this course is a must.
Learn the exact process of how to elevate your practice through the proven methodology and better client advisory service
Here's What You'll Get:
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6 Highly-Impactful Lessons with Built-In Accountability
Each week, you'll dive into a new module packed with actionable strategies and insights. And with built-in accountability, you'll stay on track and get the support you need to succeed.
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6+ Hours of Educational and Informative Videos
Learn from the experts. Our video lessons are designed to give you a deep understanding of the key concepts and strategies you need to succeed as a fractional CFO.
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15+ Exercises, Tools, and Templates
Get hands-on experience with our carefully crafted exercises, tools, and templates. These resources will help you apply what you've learned and develop a strategy that works for you.
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Assignments to Help Reinforce Your Training
Put your knowledge to the test with our practical assignments. These will help you reinforce your training and ensure you're ready to hit the ground running.
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Real-life Case Studies
Learn from the best. Our real-life case studies will give you an inside look at how successful fractional CFOs operate.
Outline
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Lesson 1 - The CPA Paradox
Why the industry’s general approach fell short, and how to eliminate those problems by understanding the client's needs and creating value
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Lesson 2 - MEASURE x HACK Framework™
Implement the MEASURE x HACK Framework™ not only into your practice, but your client’s business as well
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Lesson 3 - Rhythm
Ways to hold accountability and keep control over your business by building up the rhythm
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Lesson 4 - Metrics
The key metrics from the top of the company level down to the individual level, as well as other metrics to hold your accountability
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Lesson 5 - Time
How time affects your overall business, that of your clients, and even your life
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Lesson 6 - Pricing
Advance your value-based pricing through providing 3 most-wanted core value to your clients
Full Access
From CPA to CFO 6-week Bootcamp to Elevate Your Practice
$2,500
One-time payment
- 6 hours of video modules
- Supporting resources including weekly action plans
- Personal and business time tracking templates
- The confidence to charge more for your services
Actionable, Step-by-Step Instructions for Our Proven MEASURE x HACK Process
I spent years and countless dollars building my business, DeepSky, to 7 figures in revenue. Now I’ve refined that process into a proprietary method I call “Measure x Hack”. This is exactly what I’ll be teaching you in the bootcamp.
Diagnosing
Delivering value starts by asking the right questions. Find out what your clients truly need, and cultivate loyal raving customers.
Execution
Based on what the client needs, find inefficiencies, replace with systems, and use the right tools to achieve their, and your, vision.
Metrics
You’ve always heard “what gets measured get done.” We’ll hand you the metrics to track to make sure your work is achieving the outcome.
Mindset
You deserve a thriving practice, and it’s possible with the right method. Our process guides you to the unshakeable confidence for a successful CAS practice.
This is for you if....
Who Should Enoll
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Ambitious Professionals
You are committed to your personal and professional growth and are willing to put in the work to achieve your goals.
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Forward-Thinking Accountants
You recognize that the accounting industry is evolving and are eager to stay ahead of the curve.
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Strategic Minds
You want to move beyond number-crunching and provide strategic guidance to your clients.
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Value Creators
You are dedicated to creating more value for your clients and helping them succeed.
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Lifelong Learners
You are always looking for ways to improve your skills and knowledge.
Who Should Not Enoll
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Status Quo Defenders
If you are content with the way things are and have no desire to change, this bootcamp is not for you.
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Shortcut Seekers
If you are looking for a quick fix or an easy way out, this bootcamp is not for you. It requires hard work, dedication, and a commitment to growth.
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Skeptics
If you don’t believe that the accounting industry is changing or that you need to evolve to stay relevant, this bootcamp is not for you.
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Non-Committers
If you are not willing to put in the time and effort required to complete the bootcamp and implement what you learn, this bootcamp is not for you.
Full Access
From CPA to CFO 6-week Bootcamp to Elevate Your Practice
$2,500
One-time payment
- 6 hours of video modules
- Supporting resources including weekly action plans
- Personal and business time tracking templates
- The confidence to charge more for your services
Are you Ready to Elevate Your Pracice
This boot camp is not for everyone. It’s for the ambitious. The driven. The professionals who are ready to roll up their sleeves and put in the work.
If that sounds like you, then you’re in the right place. Enrollment is now open, but spaces are limited. Don’t miss out on this opportunity to transform your career and elevate your practice.
ARE YOU READY TO LEARN HOW TO BUILD AND SCALE VIRTUAL CFO SERVICES AT YOUR FIRM?